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Quote of the Day
"If one must own funds that employ opaque risk-management techniques, best to think big for providers and small for allocations."
(John Rekenthaler)
Markets
- Fixed income investors just can't get enough muni bonds. (news.yahoo.com)
- Putting some numbers to the Tesla ($TSLA) stock surge. (wsj.com)
- Energy stocks keep lagging. (thereformedbroker.com)
Strategy
- Why is shorting stocks so difficult? (pragcap.com)
- What can we learn from the great Japanese stock bubble of the 1980s. (humbledollar.com)
- The relative valuation of markets and factors often overlook the role of sectors. (blog.validea.com)
- Visualizing the 700 year decline in interest rates. (visualcapitalist.com)
Companies
- Adobe ($ADBE) is now worth more than Oracle ($ORCL) or SAP. (ft.com)
- Low interest rates are allowing 'zombie companies' to roam the earth. (ft.com)
Media
- Spotify ($SPOT) is buying The Ringer. (vox.com)
- Verizon is launching a new Gen Y/Millennial focused personal finance site: Cashay. (digiday.com)
- Google ($GOOGL) Fiber is not going to offer new customers TV service. (venturebeat.com)
Funds
Global
Economy
- January's ADP private employment report showed a big jump. (calculatedriskblog.com)
- Putting some odds on what will cause the next recession. (ritholtz.com)
Earlier on Abnormal Returns
- Personal finance links: the biggest lie in personal finance. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the canonical set of factors. (abnormalreturns.com)
- February ESG links: stewardship codes. (abnormalreturns.com)
